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Selective Wealth Management’s Halozyme HALO Stock Holding History

Selective Wealth Management’s Portfolio HALO Stock Details HALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,000
Closed -$44K – 794
2022
Q2 		$44K Buy
+1,000
New +$43.3K 0.02% 343

Other funds holding HALO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Selective Wealth Management's HALO Position: Q3 2022 in Review

Selective Wealth Management sold out of Halozyme (HALO) in Q3 2022, closing a stake of 1,000 shares — an estimated $44K sold.

Selective Wealth Management first reported a position in HALO in Q2 2022 and held it in 1 quarter. The position peaked at $44K in Q2 2022. 357 funds tracked by Wall St. Rank hold HALO as of Q3 2022.

  • Selective Wealth Management reported no remaining Halozyme position as of Q3 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,000 Halozyme shares in Q3 2022, an estimated $44K.
  • Selective Wealth Management first reported a position in Halozyme in Q2 2022 and held it in 1 quarter.
  • Selective Wealth Management's Halozyme position peaked at $44K in Q2 2022.
  • 357 funds tracked by Wall St. Rank held Halozyme as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.